Susan Roth

Director of Business Development

Susan joined Westport Resources in June 2002 and for the past six years has been the Client Relations Manager for the Private Client Group.  In that role, she worked closely with the firm’s Chief Executive Officer to handle all operational and planning metric aspects of private client servicing.  In her new role as Director of Business Development, Susan takes on responsibility for the growth of the firm’s professional affiliate team of registered representatives and investment advisors along with the development of both the broker/dealer and the investment advisor platforms. 

Prior to joining Westport Resources, Susan was an investment associate with UBS Paine Webber in Westport CT where she managed six professionals in the Operations & Communications Dept, and recommended and managed stock selections for individually managed accounts

Susan completed her Bachelor of Science degree in Business Administration at Boston University. She holds Series 7, 63, and 65 licenses in addition to her licenses in Life, Health and Variable Annuities.

Susan and her husband reside in Milford, CT.